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Paraplanner

Full Time in Paraplanning
  • St Paul's St, Leeds, UK View on Map
  • Salary: £34,000 - £37,000
  • Additional package info + WH flex, attractive bonus, study support & full company benefits

Job Description

The Company: A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team.

  • Office Location: Central Leeds
  • Hybrid/Home Working: Yes – 3-days office, 2 days WFH

 

Package: £34-37k base DOE + bonus and full company benefits

  • Benefits: 24 days holiday plus stats, pension, 4xDIS on top of a full company benefits package
  • Bonus: Discretionary

 

The Role: A pure paraplanning role working specifically alongside multiple high-performing financial advisers and investment managers managing significant client AUM. Duties include:

  • Produce accurate, compliant client reports within agreed timescales and assist in the production of client portfolio reviews.
  • Provide response to client technical queries.
  • Produce client cash flow models.
  • Assist with updating with the firms preferred provider panels – This will involve the ongoing monitoring of recommended structures and providers.
  • Together with other members of the Technical Unit, update standard report/RWLs, standard paragraphs and tools for all areas of advice.
  • Assist in the training to other members of staff on all areas of advice
  • Produce technical bulletins to be sent to clients and introducers when appropriate.

 

The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 2-years’ experience in supporting IFA’s/financial advisers from a paraplanning perspective. Essential quals/experience includes:

  • Required: QCF level 4 Diploma qualified or studying towards (CII preferred)
  • Required: Prior experience in a whole of market, IFA advice environment

 

What next? To apply now please follow the link attached to send an up-to-date CV. If you have further questions on the above please feel free to call Chris on 07891479277 or email chris@cb3associates.co.uk to explore in more detail.

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